Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of Sept. 30, 2018

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 69 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Procter & Gamble Company (PG) 3.8 $5.4M 65k 83.13
Waste Management (WM) 3.6 $5.2M 57k 90.36
Johnson & Johnson (JNJ) 3.3 $4.7M 34k 138.31
At&t (T) 3.1 $4.5M 134k 33.59
Microchip Technology (MCHP) 3.1 $4.5M 57k 78.90
Intel Corporation (INTC) 3.1 $4.5M 95k 47.25
PPL Corporation (PPL) 3.1 $4.4M 150k 29.25
Vanguard REIT ETF (VNQ) 3.0 $4.3M 54k 80.71
Apple (AAPL) 3.0 $4.3M 19k 225.77
Exxon Mobil Corporation (XOM) 3.0 $4.2M 50k 85.03
Newell Rubbermaid (NWL) 2.9 $4.2M 205k 20.27
Microsoft Corporation (MSFT) 2.9 $4.1M 36k 114.22
Cisco Systems (CSCO) 2.8 $4.0M 81k 48.53
Amazon (AMZN) 2.7 $3.8M 1.9k 2001.04
Tortoise Energy Infrastructure 2.6 $3.8M 139k 26.95
Hanesbrands (HBI) 2.5 $3.5M 192k 18.43
iShares Dow Jones EPAC Sel Div Ind (IDV) 2.5 $3.5M 108k 32.62
Wells Fargo & Company (WFC) 2.4 $3.5M 66k 52.61
H&E Equipment Services (HEES) 2.4 $3.4M 90k 37.77
New York Community Ban 2.4 $3.4M 325k 10.37
General Electric Company 2.2 $3.2M 280k 11.30
Analog Devices (ADI) 2.2 $3.1M 34k 92.42
Leggett & Platt (LEG) 2.2 $3.1M 71k 43.75
Alphabet Inc Class A cs (GOOGL) 2.1 $3.1M 2.5k 1206.23
Cibc Cad (CM) 1.8 $2.5M 27k 93.68
Johnson Controls International Plc equity (JCI) 1.7 $2.5M 70k 35.06
General Mills (GIS) 1.7 $2.4M 57k 43.00
Kimberly-Clark Corporation (KMB) 1.7 $2.4M 21k 113.77
HSBC Holdings (HSBC) 1.6 $2.3M 53k 43.87
Home Depot (HD) 1.6 $2.2M 11k 207.08
Aetna 1.6 $2.2M 11k 202.46
United Technologies Corporation 1.5 $2.1M 15k 139.69
salesforce (CRM) 1.5 $2.1M 13k 158.94
Walgreen Boots Alliance (WBA) 1.3 $1.8M 25k 72.94
Dxc Technology (DXC) 1.3 $1.8M 19k 93.65
Celgene Corporation 1.2 $1.7M 19k 89.38
Discover Financial Services (DFS) 1.2 $1.7M 22k 76.42
General Dynamics Corporation (GD) 1.1 $1.6M 7.8k 204.23
Prudential Financial (PRU) 1.1 $1.5M 15k 101.58
Materials SPDR (XLB) 1.0 $1.4M 25k 58.05
First Horizon National Corporation (FHN) 1.0 $1.4M 80k 17.28
iShares S&P 500 Index (IVV) 0.8 $1.2M 4.0k 292.84
Polaris Industries (PII) 0.8 $1.1M 11k 100.99
Ishares Tr eafe min volat (EFAV) 0.7 $1.0M 14k 72.68
Colgate-Palmolive Company (CL) 0.7 $952k 14k 67.06
Berkshire Hathaway (BRK.B) 0.6 $819k 3.8k 214.01
Nuveen Insured Tax-Free Adv Munici (NEA) 0.5 $722k 57k 12.64
Alaska Air (ALK) 0.4 $624k 9.1k 68.87
SPDR DJ Wilshire Small Cap 0.4 $507k 6.7k 75.39
iShares Barclays TIPS Bond Fund (TIP) 0.3 $484k 4.4k 110.70
Sherwin-Williams Company (SHW) 0.3 $455k 1.0k 455.00
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.3 $421k 4.0k 104.65
Ford Motor Company (F) 0.3 $414k 45k 9.26
Bank of America Corporation (BAC) 0.3 $397k 14k 29.50
Walt Disney Company (DIS) 0.3 $389k 3.3k 117.10
iShares S&P SmallCap 600 Index (IJR) 0.3 $364k 4.2k 87.33
Nuveen Insd Dividend Advantage (NVG) 0.3 $367k 25k 14.54
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.2 $326k 20k 16.67
Nuveen Div. Advantage Muni. Fund (NAD) 0.2 $326k 26k 12.81
Vanguard Europe Pacific ETF (VEA) 0.2 $312k 7.2k 43.27
Vanguard S&p 500 Etf idx (VOO) 0.2 $288k 1.1k 266.67
Nextera Energy (NEE) 0.2 $251k 1.5k 167.89
Occidental Petroleum Corporation (OXY) 0.2 $238k 2.9k 82.21
Hershey Company (HSY) 0.2 $245k 2.4k 102.08
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.2 $238k 4.7k 50.30
MasterCard Incorporated (MA) 0.2 $228k 1.0k 223.53
iShares Russell 2000 Growth Index (IWO) 0.2 $221k 1.0k 215.61
iShares S&P MidCap 400 Index (IJH) 0.1 $215k 1.1k 201.69
Valley National Ban (VLY) 0.1 $180k 16k 11.26